Estate Planning

As an experienced financial professional, I’ve made it my life’s work to assist people in managing all aspects of their finances to help them meet important goals during their lifetimes, and to ensure their legacies are carried out according to their desires.

Unfortunately, I have seen too many situations where people have made the mistake of assuming that a Will adequately covers the needs of a spouse or other beneficiaries. In most cases, a Will does not avoid the probate process, allow you to voice your desires concerning conditions on gifts or assets intended for beneficiaries, or reduce the estate’s tax liability.

Investment and estate planning is paramount for individuals with retirement assets and other investments, including real estate, businesses interests and personal property. Careful planning now also significantly assists those designated to inherit assets.

I am affiliated with LPL Financial—the nation’s leading independent broker/dealer.* Through this partnership I receive the necessary tools and resources but am free from any corporate agendas or sales quotas. This allows me to provide unbiased advice and place your interests first.

Please call me to discuss any estate planning concerns you may have. I can conduct a review or audit of your beneficiary designations to ensure they are up-to-date and aligned with your goals. Now is the time to take steps to close any gaps in potential estate tax liability and ensure your needs, and those of your family, are met. Please call me to schedule a no-obligation consultation.

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